Eligibility Verification
Determine whether someone qualifies for a service, benefit, or program by verifying evidence and gathering data to check against the eligibility rules.
Task Description
When a program says “you’re eligible if…,” the hard part isn’t deciding in theory—it’s verifying in practice. People may not know which pay stubs count, whether SNAP/Medicaid proves income, how to document residency, or which box on a summons shows the right case type. Staff need a fast, respectful way to collect the right proof, validate it against policy, and document the decision.
This task focuses on a system that acts as an eligibility verification workflow during onboarding. It involves obtaining and checking the required fields and documents, confirming they meet written criteria, and producing a clear, auditable result for program eligibility (e.g., a legal aid scope) and court programs (e.g., fee waivers, reduced fees, diversion/ability-to-pay).
Success means staff and applicants can complete verification in one pass: the system gathers the right proofs, validates them against current policy, and produces a clear, defensible outcome—including court-program eligibility—so the person can proceed today (or know exactly what’s missing and how to fix it).